GHendrix

@meeijer This was crazy accurate!

Right now I would choose: $HIMS over $DOCS $NBIS over $CRWV $ASTS over $RKLB $AMD over $NVDA $AMZN over $MSFT Do you agree?

@TechScepticNL @BM_Visser Dat begrijp ik maar dat was van te voren ook bekend lijkt me. Zijn de stroomkabels rondom een energiecentrale dan dikker/beter voorbereid dan rondom een zonnepark?

@GHendrix11 @BM_Visser De zon regelen op vraag naar stroom gaat erg lastig. En een “aan/uit” regeling voor de panelen levert wiebelstroom. Een centrale kan je naadloos op de vraag aanpassen. Per milliseconde.

In Flevoland en Drenthe staat nu ruim 5x zoveel zonPV vermogen als de gemiddelde stroomvraag. In zes andere provincies is dat ruim 3x. Vanaf 2x begint het 'te kraken'. Boven 3 wordt de situatie 'kritiek', want enorme overschotten moeten worden afgevoerd, waardoor de netten 'vol' raken. Ondertussen subsidieert de NL overheid (via de SDE) de groei van zon 'in Drenthe' nog altijd ruimhartig en toont zich verbijsterd als vervolgens netcongestie toeneemt. #grafiekvandedag

@zeeman_rob @BM_Visser Dat er geen nieuwe komt?

@GHendrix11 @BM_Visser Dat is dan ook de bedoeling.

Zojuist op BNR nieuwradio mijn verbazing uitgesproken over de stelling dat nieuwe kerncentrales 'alleen haalbaar' zouden zijn in de Eemshaven (Volkskrant). Parallel werkt de overheid (met TenneT) aan nieuwe aanlandingen van wind op zee en een nieuwe kabel naar de UK. Die komen volgens voorstel KGG juist in Zuidwest-Nederland aan wal ! Waarom wordt dit niet samen beschouwd, beseffend dat Groningen graag aansluiting op het windpark boven de Wadden wil, schijnt zelfs beloofd te zijn, terwijl Zeeland niet afkerig staat tegen kernenergie? Overigens: als de twee nieuwe kerncentrales 'niet haalbaar' blijken, heeft Nederland in plaats daarvan pakweg 10 GW extra wind op zee nodig. Waar zouden die 5 x 2 GW kabels worden aangeland en wat zouden dan kosten qua inpassing? Uiteindelijk overheerst het gevoel: welk spel wordt hier gespeeld? #grafiekvandedag (bron: KGG)

@CapexAndChill @venaodiver Do you have a link to these slides?

@venaodiver Within the last few days. Its based on q1 results

Breaking down $MELI's updated investor presentation 👇 Notice the aggressive decoupling of the fintech arm from the core e-commerce marketplace. Unique retail buyers grew by 20% to 126M, but Fintech Monthly Active Users accelerated faster at 29% to hit 83M. Pago is a standalone financial utility. By absorbing the massive unbanked and underbanked populations of Latin America, they drastically expanded their TAM far beyond standard retail consumers. This structural shift is actively creating monetization efficiency. $MELI reached a massive $31.8B in net revenue driven by a 49% CAGR since 2020. This heavily outpaces base user growth. Mercado Libre is extracting significantly more cash from each active user over time. They are locking consumers into a closed-loop system of credit, payments, and logistics, relentlessly driving up the LTV of their existing base.

@RichieRTrades Ebitda doesn't say a lot with a high SBC like $TTD.

$TTD trading at 6x EBITDA is too cheap to ignore. The numbers from the World Cup and US midterms will blow minds. $50+ by EOY

@jwprosje Al die moeite gedaan om 1 slagboom te besparen om uiteindelijk de hele bus aan gort te botsen + de slagboom🤣 Tevens jezelf en de passagiers En de machinist in gevaar gebracht.

Eenvoudig voorbeeld waarom je niet een spoorwegovergang oprijdt op het moment dat de lichten nog branden.

@iumerraja @FromValue @KreizJordy @dhaval_kotecha But in the last Q earnings slides $TTD said that ~ $250B is spend on the open web and ~$750B in other channels.

@FromValue @KreizJordy @dhaval_kotecha This is a very misleading slide. $NET simply counts HTTP requests then categories how many were walled gardens vs open web. A single Instagram scroll generates dozens of API calls in the background /1

Honest question. Is this one of the main reasons for $TTD's decline?🤔 Tagging some adtech specialist here, but anyone with a view on this can reply. (from the $NET Investor Day slides, mentioned in my Cloudflare article) @KreizJordy @dhaval_kotecha

@ArendJanKamp @KoertsNiels Shell heeft de buybacks gepauzeerd ivm de overname dus ook ff flink wat minder support.

#AEX piest de winst weg, zoals dat dan heet Vooral dankzij Shell met-5,0% en slordige 15% indexgewicht Of "Vrede op aarde = underperformance", zoals iemand op StockWatch HQ roept, nietwaar @KoertsNiels? 😎

@FromValue That is a hugh part of the uncertainty. One Q rev+ebitda guidance and for the rest "we don't know". Not that I care to much for one Q but at this point it would be helpful to know more than: " it's all macro headwind, don't worry about Amazon DSP and Jeff being bullish".

@GHendrix11 I don't think they mentioned a clear timeline or I missed it.

An overview of all the executives who have left $TTD in the last 18 months. I still have a position, but this is a huge red flag! 🟥

@FromValue Can only imagine the moral at the company.. At least they settle the Publicis dispute. Now I want to see: - openpath + audience unlimited progress - the JBP off take. Because a JBP is nothing special but $TTD talks like it is... - other Open initiatives.

@joecarlsonshow $NU. ARPC can continue for decades and the have a massive cost advantage.

What are your favorite non-ai non-big tech stocks?

@DrewCohenMoney I'm very much looking forward. Stable coins must ultimately convert back to fiat, and who is one trusting anyway? Maybe a stablecoin is nice to wire money somewhere where is 15% inflation but what else in stablecoin will be threatening? $MA said last week it will be a tailwind.

In my next video I list 5 key risks to $V and $MA One of the least formidable risks in my opinion is stable coins. There are much more prosaic risks that threaten this duopoly. Releasing this Sunday.

@DrewCohenMoney @ShuckParker Haha damn Australia. Raising prices with their fabulous regulations.

Aspects of that would get too technical and you are right it is confusing It doesn’t make sense to me because if a merchant can route to a theoretical alternative network that is cheaper (and a bank has to have an alternative that isn’t V/MA) then that new network will be able to charge a lower interchange fee. This means that the issuing bank would receive less money on some transactions then others. Since rewards are funded by interchange and the bank is now getting inconsistent interchange, they would slash rewards to account for that. V/MA may have to do the same and so it is really the consumer that is getting a worse deal at the end of the day by losing the rewards When Australia enacted interchange regulation, the result was rewards disappeared, credit card annual fees increased, and average merchant prices stayed the same Even if the ruling did go through though, the competition for issuers (banks) could mean this alternative network charges the same interchange rates because that would be the easiest way to gain share from issuers

@ArendJanKamp 500 miljoen stuks😲

Nou, dat hebben we dan ook weer gehad Van +19,3% voor een space space-aandeel kijken we deze dagen niet zo op Minder volatiel dan verwacht denk ik (maar niet te bevatten omzet) #SpaceX

@Invesquotes Mgmt said they sacrifice ARR to get more freemium users. I think that is a very good strategy, not squeezing out the low end from day 1. Any thoughts on this strategy.

So, Adobe's Total ARR grew 12.5% in CC in Q2. If we exclude $480 million that comes from Semrush, then actual organic growth was 10.5%, a deceleration from 10.9% last Q. Management left the FY guide unchanged at 10.2% despite Semrush, meaning that they expect more decel In all fairness, a good chunk of AI-first revenue likely bypasses ARR, but it's definitely not the acceleration that many are promoting here... $ADBE

@Invesquotes Adobe feels more and more like a all or nothing "bet". 11x FCF ex SBC is like a stranded asset but with CEO&CFO out, Canva eating low end (also acquisition channel for starters), lost design to Figma. Low valuation should mean lower risk but Adobe doesnt feel like low risk.

@GHendrix11 Yes because ARR is an annual figure

@Invesquotes Pfff of. Its time for me to get a beer and call it a weekend.. ;)